Viewing Submitted Reports
After you’ve submitted a report for approval by selecting Save Report > Save and Close Out Report to Cloud, it will appear on the manager dashboard. Only users who have been given access to the manager dashboard and that specific report (through report group settings) will be able to review submitted reports. To access submitted reports, open Chrome browser and go to resort.edgeauditor.com. You will login with the same credentials used to access the EDGEauditor app. After logging in, there are 2 different ways you can view submitted reports. Both are explained in detail below.
Option #1: Reviewing Reports > View All Screen
From the side navigation, click on Reports > View All & Manage. Locate the report you’re looking for – if it’s housed within a report folder, click the “eye” icon to the right of the folder name to view all reports belonging to that folder. Once you locate the report, click Actions > View Submissions located beside the report name. This will display a list of every submission for that particular report. You will know which ones require your attention based on the “Status” column.
Status Types:
Available > Report is in progress and not yet ready for review.
Pre-Approval > Report is complete and ready for supervisor/manager review.
Rejected > Supervisor/manager reviewed the report and then rejected it for various reasons.
Accepted > Submitted report was reviewed and approved by supervisor/manager.
For reports with a status of “Pre-approval” click the Review button to review the report.
If no changes are required, the user can change the status of the report from “Pre-approval” to “Accepted” under the New Approval section located at the end of the report.
If changes are required, you have two options:
Go back to the main submissions screen for that report and click the “pencil” icon to make the modifications to the report directly from within the manager dashboard.
Change the status of the report from “Pre-approval” to “Rejected” and include a comment as to why it was rejected. Once a report has been rejected, it will appear in the Rejected Reports module on the app (as explained on page 14). Only the user attached to the submission will see this rejected report on the app. This is because access to each report is assigned at the user level via report groups feature.
Option #2: Reviewing Reports > Pending Submissions Screen
The other way to review a submitted report is through the “Pending Submissions” screen by reviewing those reports located under the “Report Submissions” tab (this is also the default screen you will land on each time you login to the manager dashboard). The Pending Submissions screen will only show reports that have a status of “Available”, “Pre-Approval” or “Rejected”.
To review reports with status of “Pre-Approval”, simply click the Review button on the right side of the screen. The review/edit/approval/rejection process is then identical to what was described for Option 1. Once a report status is changed from “Pre-Approval” to “Accepted”, it will be removed from the Pending Submissions screen. It can be accessed at any time by going to Reports > View All & Manage (described in detail on previous page).